Disclaimer & Disclosures
Last updated: February 2026
1) Advisory Scope & Regulatory Status
Coigne Capital is an advisory platform for cross-border transactions and international business. Mandates cover holding and ownership design, shareholder and family governance for operating groups, corporate capital planning, risk governance, market entry, and coordination of commodities, precious metals, and energy trade.
Coigne Capital is not a broker-dealer, investment dealer, portfolio manager, or insurance agency, and it does not distribute securities, investment funds, or insurance products. Where a mandate touches a regulated activity, that activity is performed by the appropriately licensed entity or professional in the relevant jurisdiction, identified in writing before work proceeds.
No representation is made that any structure, transaction, or counterparty introduction will achieve a particular outcome. Commercial and cross-border transactions involve risk, including loss of capital.
2) Capacity Disclosure
Services may be provided in one or more capacities, including general information, structuring analysis, strategic coordination, referral, and support for onboarding and documentation. Coigne Capital acts as advisor and coordinator and does not execute regulated financial transactions on behalf of clients.
Unless expressly stated in a written engagement, Coigne Capital acts in no registered or licensed capacity. Where a licensed party is engaged, the responsible entity and individuals are identified in writing, including category, jurisdiction, and capacity.
3) No Personalized Advice
Information on this website and in preliminary communications is general and does not account for the specific objectives, financial circumstances, or legal and tax profile of any organization or individual. Nothing here is a recommendation to enter into any transaction.
Coigne Capital does not provide personal financial planning, investment advice, or insurance advice. Those disciplines sit with Coigne Legacy, the separate private wealth practice of the Coigne group.
4) Conflicts of Interest Disclosure
Coigne Capital and its affiliates, partners, and network professionals may receive compensation in connection with advisory mandates, structuring work, execution coordination, referrals, and introductions. Compensation may include advisory fees, structuring fees, consulting fees, referral fees, success fees, or other forms of remuneration.
Such arrangements may create actual or perceived conflicts of interest. We identify, disclose, and manage conflicts in accordance with applicable laws and professional standards. Where required, additional conflict disclosures are provided in writing before any mandate proceeds.
5) Risk Disclosure for Cross-Border & Trading Mandates
Cross-border structures, market entry programs, and physical commodity, precious metals, and energy transactions can carry elevated risk. Risks include counterparty and credit exposure, documentary and title risk, logistics and delivery failure, sanctions and compliance exposure, currency movement, regulatory and tax change, and operational risk.
Independent due diligence is recommended. Clients should engage their own legal, tax, and compliance advisors before committing capital or executing documents.
6) Private Wealth, Insurance & Estate Planning Scope
Coigne Capital does not provide personal financial planning, investment advice, insurance advice, or estate and succession planning. Those disciplines belong to Coigne Legacy, the separate private wealth practice of the Coigne group, and are delivered there by appropriately licensed professionals in the relevant jurisdiction.
References to Coigne Legacy on this website are informational only and are not an offer of insurance, investment, or planning services by Coigne Capital.
7) Referral Compensation Disclosure
Coigne Capital and affiliated parties may receive referral or coordination compensation when a client is introduced to Coigne Legacy or to another regulated professional. Where required, compensation disclosures are provided in writing before any engagement proceeds.
8) Not an Offer / No Solicitation
Nothing on this website or in presentations constitutes an offer to sell or a solicitation of an offer to buy securities, investment funds, or insurance products. Coigne Capital does not offer such products. Commercial terms for any advisory mandate or trade coordination are set out only in a written engagement or in the applicable transaction documents.
9) Third Parties & No Endorsement
Coigne Capital may introduce or coordinate access to third-party counterparties and to legal, tax, banking, logistics, inspection, custody, and compliance providers. Such third parties are independent and are not controlled by Coigne Capital unless expressly stated. We do not guarantee the performance, solvency, or compliance of any third party. Clients are responsible for their own due diligence.
10) Privacy, Data Handling, and KYC / KYB
Where onboarding is involved, clients may be required to complete KYC/KYB, identity verification, source-of-funds and source-of-wealth reviews, and other compliance steps. Personal information may be collected, used, and shared with regulated partners and service providers for compliance and execution purposes, subject to applicable privacy laws.
Do not submit sensitive personal information via unsecured web forms; secure channels are provided after onboarding.
11) Cross-Border & Tax Disclosure
Cross-border structures and transactions can trigger complex tax reporting, withholding, and regulatory obligations, including foreign asset reporting, controlled foreign corporation rules, PFIC rules, CRS/FATCA, and local equivalents. Coigne Capital does not provide tax or legal advice unless expressly stated and delivered by licensed professionals.
Clients should obtain jurisdiction-specific advice before implementing any cross-border structure or transaction.
12) Language, Translations, and Controlling Version
If materials are provided in multiple languages, translations are for convenience only. In the event of any inconsistency, the controlling version is the one specified in the governing agreement or offering documents.
This disclaimer applies to all pages, content, and communications associated with Coigne Capital. By continuing to use this website, you acknowledge that you have read and understood these disclosures. For questions, please contact us at inquiries@coignecapital.ca.
